Bankless

2024 was a breakout year for crypto, with Bitcoin, Ethereum, and Solana outperforming traditional assets and spot Bitcoin ETFs attracting $31.7 billion in record inflows. Coinbase surged toward S&P 500 inclusion, stablecoins doubled, and tokenized real-world assets began their rise. Nations embraced Bitcoin as a reserve asset, and AI-driven memecoins fueled fresh mania. Bitwise calls 2024 a prelude to 2025—a year poised to redefine crypto’s place in global finance. Bitwise’s Chief Investment Officer, Matt Hougan and Head of Research, Ryan Rasmussen join us to share Bitwise’s top 10 2025 Predictions. Trust us anon, you don’t want to miss this.   ------ 📣AMBIRE | SIGN UP! https://www.ambire.com/legends  ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠  🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty  🐧CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle     ⁠  📈iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield  🔒SAFE | INTRODUCING SAFENET https://bankless.cc/SAFE ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/110?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  ------ TIMESTAMPS 0:00 Intro 5:19 Summarizing 2024 8:58 Bitcoin, Ethereum, & Solana 2025 Price Targets 21:40 2025 Bitcoin ETF Flows  27:20 Coinbase Surpasses Charles Schwab 32:13 Year of the Crypto IPO  38:01 AI Agent Memecoin Mania 47:39 Countries Holding Bitcoin  53:14 Coinbase S&P 500 & MicroStrategy Nasdaq-100  56:54 Crypto 401(k)s  1:02:48 Stablecoin Assets Double 1:05:26 RWAs Surpasses $50B  1:09:12 Bonus Prediction: 2029 Bitcoin Price  1:12:32 Closing & Disclaimers  ------ RESOURCES Bitwise 2025 Predictions  https://bitwiseinvestments.com/crypto-market-insights/the-year-ahead-10-crypto-predictions-for-2025 Matt Hougan https://x.com/Matt_Hougan  Ryan Rasmussen https://x.com/RasterlyRock   ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠ 

What is Ethereum’s North Star, and does it even need one? There has been angst in the Ethereum community, growing over the last year, as Ethereum has become squeezed by its competition. Bitcoin’s story as money is growing in mainstream society. Solana has captured the hot ball of money in crypto. And Celestia’s data availability continues to progress at a faster rate than what is found at home in Ethereum. This is Ethereum’s Three-Front War, a topic we covered in a recent episode with Justin Drake. And today we‘re joined by Jon Charbonneau and Mike Ippolito to contextualize and diagnose what Ethereum needs in order to thrive in this competitive landscape. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠ 🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle     ⁠  📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield 🔒  SAFE | INTRODUCING SAFENET https://bankless.cc/SAFE  ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/109?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS 0:00 Intro 6:00 Jon’s Article 16:48 How did we get here? 23:16 Ethereum’s Three Front War 43:14 Ethereum Wins by its Synergies 52:52 Ethereum’s Focus 1:01:58 Ethereum Tactical Advice 1:18:18 Ultra Sound Money vs World Computer 1:30:26 Closing & Disclaimers ------ RESOURCES Mike Ippolito https://x.com/mikeippolito   Jon Charbonneau https://x.com/jon_charb   Jon’s Article https://dba.xyz/ethereums-north-star/   ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠    

Bitcoin hit $100K! To kick off the show we dive into the wild ride that brought us here—from Satoshi’s first block to retail mania today. NYC Mayor Eric Adams says, “I told you so,” after his Bitcoin paycheck gamble pays off. We unpack Marc Andreessen’s revelations on Joe Rogan about political debanking and welcome a new SEC chairman with a pro-crypto agenda, BYE GARY. Plus, Hyperliquid’s massive airdrop, XRP flipping Solana, and Alex Mashinsky pleading guilty—it’s a packed week for crypto! ------ 📣 AMBIRE | SIGN UP! https://www.ambire.com/legends ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2  ⁠  🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple  📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield  🔒  SAFE | INTRODUCING SAFENET https://bankless.cc/SAFE ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/108?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  ------ TIMESTAMPS & RESOURCES 00:00:00 Lets Set The Tone 00:05:27 BTC $100K! https://x.com/ETHbyDre/status/1864550741287030979  https://x.com/BitcoinMagazine/status/1864655677467042013  00:08:40 A Trip Down Memory Lane 00:15:02 Powell - BTC Is Digital Gold https://x.com/BanklessHQ/status/1864392544018166186  00:19:23 ETH Price Analysis 00:22:50 Total Mkt Cap https://x.com/crypto_condom/status/1862658827163758660  00:24:19 The Rise Of Ripple (XRP) https://x.com/RyanSAdams/status/1863702614304518363  https://x.com/WazzCrypto/status/1863306452481253555  00:28:07 Solana ETF? https://x.com/jseyff/status/1864060463916462244?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g  00:32:52 Mainstream Debanking https://x.com/pmarca/status/1862635456204341739?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g  https://x.com/davidmarcus/status/1862654506774810641  https://x.com/brian_armstrong/status/1861890800268775923?s=46&t=drckgcJoSMSnm7TfPCH-dw  00:42:23 New SEC Chairman https://truthsocial.com/@realDonaldTrump/posts/113595807734621827  https://x.com/HesterPeirce/status/1864428440893735331  00:45:42 Crypto Czar https://www.theblock.co/post/328594/ex-cftc-chair-chris-giancarlo-in-running-to-become-first-crypto-czar-says-crypto-considerable-priority-for-trump  00:48:54 Hyperliquid Airdrop Was Huge https://hyperfnd.medium.com/hype-genesis-1830a4dc2e3f  00:50:36 Hawk Tua Coin https://x.com/WazzCrypto/status/1864433268319293811  00:55:06 Fluid Launch https://gov.instadapp.io/t/rebranding-and-growth-plan-for-fluid-protocol/985  00:56:56 RTFKT Shut Down https://x.com/RTFKT/status/1863621178532773928  00:58:26 Alex Mashinsky Pleads Guilty https://www.reuters.com/technology/celsius-founder-alex-mashinsky-intends-plead-guilty-two-fraud-counts-2024-12-03/  01:00:12 Releases https://x.com/colton_art/status/1864705965016129740  https://x.com/crecimientoar/status/1862557162427310102  01:03:47 Meme Of The Week https://x.com/scrypto_/status/1864603976282591549?s=46  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠

Ejaaz is back to go through the latest news over the past week in the wild world of AI Agents.  This week, Ejaaz and David dive into why and how Virtuals hit a $1B market cap, and also Zerebro is launching a decentralized LLM, Ai16z is making a comeback with Eliza V2, and so much more.  Will AI agents continue to dominate the mindshare of crypto Crypto Twitter and beyond?  ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium   ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠ 🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🐧CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple 📈iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield 🔒SAFE | INTRODUCING SAFENET https://bankless.cc/SAFE ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/107?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS & RESOURCES 0:00 Intro 3:10 Why Ejaaz is Bullish 6:42 Ai16z https://x.com/0xwitchy/status/1863862261573632025   9:52 Virtuals https://www.coingecko.com/en/coins/virtual-protocol   https://www.virtuals.io/   https://fun.virtuals.io/   16:17 aixbt https://www.coingecko.com/en/coins/aixbt-by-virtuals  https://x.com/cryptopunk7213/status/1863584774901666038  https://x.com/aixbt_agent   https://x.com/PixOnChain/status/1863145856301674938   29:12 Freya agent gifts $50K to clever winner https://x.com/jarrodWattsDev/status/1862299845710757980   https://www.freysa.ai/    33:09 Zerebo https://x.com/jyu_eth/status/1864004665891013028   https://open.spotify.com/track/0MTF6FSeodBtrhM7Vi6E3b?si=cc45c86757bc44e8   https://x.com/jyu_eth/status/1861190173196730729   https://x.com/jyu_eth/status/1863012741486616742   50:24 Ai16z https://x.com/markus9x/status/1861242414515777767   https://x.com/0xwitchy/status/1863530135313600980   55:47 God  https://x.com/god   1:00:47 Bittensor Tao https://x.com/cruciblelabs/status/1861154220021260473   1:04:30 NOUS and Prime Intellect leading decentralized training https://x.com/NousResearch/status/1863622813317464157  https://x.com/PrimeIntellect/status/1862607165669900407  1:08:21 Ejaaz’s predictions & where his attention is going    https://x.com/Vader_AI_   https://x.com/0xprismatic/status/1863055816947101845  1:14:25 Solana vs. Base? 1:21:31 Homework for Bankless audience https://x.com/cryptopunk7213   1:22:59 Closing & Disclaimers   ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠